See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,010 | $114,047-42.1% | $96,139-31.3% | $167,490-60.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 15.26% | 189.88%-174.6pp | 191.94%-176.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,945 | $3,427-43.2% | $2,797-30.4% | $4,837-59.8% |
| Participant deferral / active EE | $5,262 | $5,194+1.3% | $4,349+21.0% | $6,341-17.0% |
| Admin fee / account holder | $320 | $6,897-95.4% | $5,537-94.2% | $12,309-97.4% |